de5_Roy :
if it's true, this looks like another case poor execution and aftermath of the previous poor execution. for example, remember how intel hyped quick sync - 'secret weapon', 'fastest fixed function encoder' and stuff? compare that to the amount of attention and effort amd gave to it's own fixed function encoder - vce, especially in trinity. vce support was broken for months and it made a bad first impression.
Well Intel has a lot more $$ to spend on R&D as well as cooperating with the software devs, but IMHO I think "VCE" was more of a "me too" marketing brochure checkbox item with AMD than a serious effort.
As for AMD's execution, we should find out more during their conference call, but my guess is that smartphones and tablets took away from both AMD and Intel, given the weak worldwide economy. It takes a pretty long time to shift market focus so in fact both Intel and AMD were caught with their pants down a bit, IMO, plus I'd bet the China & India markets were down as well. However it seems a sure bet that AMD failed to make up any ground in server, which is where the highest margins are, and in fact probably had to lower prices in order to maintain their tiny 5.5% share in that market. So, Zambezi being designed as a server CPU first, and later shoe-horned into the DT market seems to have failed on both fronts..
What I find surprising is how late AMD's announcement is - I'd think their stockholders would have cause for legal action since AMD had to know about their Q3 performance long before now. IIRC they announced their lousy Q2 before the quarter actually ended, instead of well into their 'quiet' period. And Intel gave out their revised guidance about a month ago IIRC..
how is intel able to take market share in the low end if amd has better offerings? yeah, zambezi and desktop trinity perform worse at gaming with discreet cards, but they perform much better at other applications that can utilize higher number of integer units and trinity is very good for it's igpu. additionally, one can hide gaming cpu weakness by introducing weaker gpu like entry level to midrange cards. low end and cheap stuff is amd's niche, they shoulda done better.
Intel is apparently making and selling a lot of Ivy's, won't know for sure until their Q3 results are out. They have already EOL'd the Sandy 2500K CPU in favor of Ivy. But just as AMD says their CPU is "good enough", Intel's HD4K iGPU may be "good enough" for Joe Blow when he shops at Walmart
😛.. Certainly browsing the web & checking email and even watching pr0n
😀..
btw, why does it say that intel owns 80%? i read somewhere else that amd owns 40% of the consumer cpu marketshare.... weird.
That was just the desktop segment, not the entire x86 market which includes server and mobile too. Maybe last winter AMD got up to 40% or higher desktop share, but I don't think so any longer. Historically DT has been their strongest area - around 25% - 35%.
looks like dt llano chips remained unsold after all. not good.
the publicity on steamroller apus and improvement on cpu cores seems to have influenced people. amd's pr and amd-fanboys-who-think-they're-highly-informed-about-inner-workings-of-amd keep hinting that the next one is better. just look at the current situation - dt trinity barely hit the market and steamroller and excavator are being continuously hyped. as for mobile, i can't believe amd i.e. trinity didn't perform per their potential. there may be more to this.
Yep, the ol' Osborne effect. Unfortunately when your next-gen products are late to the game, you have to start talking them up at some point to prevent marketshare erosion to the competition who does have their next-gen products (Ivy in this case) out and selling. If BD had come out when originally scheduled (December 2010) and so AMD engineers could devote all their attention to PD, they would have been in better market shape.
Of course, when talking up those next-gen products, you should strive for accuracy and not say things like IPC will be improved when it won't be
😛. Seeing as how that creates a bad impression when it actually does come out and the reviews are in..